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FABB Series

Our annual Financial Advice Business Benchmarking (FABB) study offers a comprehensive snapshot of financial advice practices in the UK, providing trends tracked over the past 5 years.

In 2023 we have partnered with the CISI and PIMFA to provide these insights.

The report offers advice professionals insights into the size of advice firms, investment proposition, fees and charges, technology infrastructure, growth, recruitment and their clients. How does your practice compare?

Adviser Technology Series
26/06/25

Data Openness 2025

NextWealth’s upcoming report, Data Openness, will be released soon. This report is part of our Adviser Tech Stack series. Inconsistent, poorly structured data remains a major source of inefficiency for financial advice firms.

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Discovery Series
26/06/25

Smoothed Managed Fund Proposition & Distribution Report 2025

The FCA’s Retirement Income and Advice Review has highlighted the need for financial advisers to reassess their retirement planning strategies, focusing not just on investment risk but on broader client needs. We believe this shift will drive increased demand for both smoothed and guaranteed income products. At NextWealth, we are due to launch a report focused on growing the smoothed funds sector.

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